See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,080 | $183,963+49.5% | $162,163+69.6% | $152,861+80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.76% | 150.76%-128.0pp | 115.59%-92.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $6,931 | $6,371+8.8% | $5,614+23.5% | $4,762+45.5% |
| Participant deferral / active EE | $13,268 | $8,034+65.2% | $7,298+81.8% | $5,850+126.8% |
| Admin fee / account holder | $5,139 | $13,121-60.8% | $10,843-52.6% | $11,596-55.7% |